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  3. MarketSharp Workflow Worksheets & Planners

MarketSharp Workflow Worksheets & Planners

  • Created May 11, 2016
  • Author MarketSharp
  • Category Uncategorized
Use the following items to brainstorm, train and enhance your MarketSharp success!

  • MarketSharp Usage Planner (.pdf)
  • Systemize Planning Worksheets (.doc)
  • Sample Job Description (.pdf)
  • Workflow Guide (.pdf)
  • Customization Guide (.pdf)

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Getting Started
New Users
MarketSharp Workflow & Customization
10 Step Getting Started Guide
SharpStart One Hour "Go Live Guide"
Logging into MarketSharp
Navigation Bar
Logging Out of MarketSharp
Our Training Program
Creating a Desktop Shortcut
Downloading MarketSharp Mobile Apps
Downloading MarketSharp Mobile App on IPad
Adding Employees
Forgot Username or Password
MarketSharp & Your Computer
Supported Browsers
Updating Web Browsers
Supported Operating Systems
System & Internet Requirements Recommendations
Cookies
Supported Software - MS Office
Managing Your Employees
Enter an employee
Employee permissions
User Login Restrictions
Changing Employee Passwords
Multi Database Employee Sharing
Setting up the Admin Section
General Setup
How to Upload Your Company Logo
Editable Drop Down Lists
Custom Fields
MarketSharp & Do Not Call
Default Appointment Length Set Up
My Account
What Is My Account?
Change My Password
Reset User Preferences
Time Sheet
Backups
MarketSharp Backup and Download
Contact Management
Data entry
Contact Record View
Create and Manage Contacts
How to Delete a Contact
How to Add a Prospect and Transfer to a Lead
How to Add a Lead
Adding/Editing Appointments
How to Add Job Site Address
Search and Tag
Tab View and Panel View
Do Not Call (DNC)
Changing/Editing Dropdowns
Lead Paint
Appointments & Your Sales Team
Adding an Appointment
Resulting an Appointment
Emailing Appointments to Salespeople
Sales Tab
MarketSharp Mobile
Calendar & Scheduler
Calendar Overview
Slot Scheduler
Calendar Colors
Enabling Google Calendar to Integrate with MarketSharp Calendar
Quick Lead Entry & Call Scripting
Call Out Scripting
Quick Lead Entry and Call In Scripting
Attachments
Available Attachment Space
Adding Attachments
Search & Tag
Quick Find
Tagging on the List & Record View
Importing
Custom Lead Capture
Lead Capture Intergrations Available
Advanced Lead Capture Customization
Importing Contacts from Leads Express
Importing Contacts
Marketing
Emailing From MarketSharp
MarketSharp Email
How to Email from Outlook
Constant Contact
CAN-SPAM Rules
Activities & Activity Processes
How to Add an Activity
How to Create and Edit an Activity Process
Adding Activity Processes
Automation Rules
Appointment Rules
Inquiry Rules
Activity Rules
Job and Service Rules
Direct Mail
Direct Mail Worksheets & Planners
Purchase Consumer Names
How to Do a Radius Mailing
SmartMail Plus
MarketSharp Mail
Annual Marketing Worksheets & Planners
Lead Generation Worksheets & Planners
Lead Recovery Worksheets & Planners
Lifetime Customer Worksheets
Filtering / Printing / Editing
Filters
The Purpose of Filters
How to Add/Edit a Filter
Prospects Filtering Options
Leads Filtering Options
Customers Filtering Options
Search Columns
Filtering Operators
How to Make a Filter for an Appt Result
How to Make a Promptable Filter
Views
How to Create a View
Views on the Upper-Level Tabs
Tab View and Panel View
Printing Print Files
Quick Print
Print Wizard
Editing Print Files
Editing/Adding a Letter File
How to Add ‘Or Current Resident to a Postcard’
Editing a Check Mailer (Coming Soon)
Editing a Brochure Mailer (Coming Soon)
Editing an Envelope Mailer (Coming Soon)
Editing a Label (Coming Soon)
Editing a List (Coming Soon)
Editing Other Mailers (Coming Soon)
Multiple Page List & Label Files (Coming Soon)
Inserting Images in a Postcard (Coming Soon)
The Upper-Level (Blue) Tabs
Contacts Tab
Activity List
Slot Scheduler Tab
Calendar Tab
Sales Tab
Production Tab
Service Tab
Reporting Tab
Call Center
Call Center Setup (Video)
Call Center v2
Inbound Calling
Calling Queue Data
Do Not Call - DNC
Modules & Apps
Marketing Apps
MarketSharp Email
MarketSharp Mail
SmartMail Plus
Constant Contact
800 Response
LeadsExpress
Five9 Documentation
Sales, Events, & Canvassing Tools
Sales Rabbit
HTML Lead Capture
Sales Appointment Routing
MarketSharp Mobile
RenoWorks
One Click Contractor
Online Reputation & Customer Feedback
Listen360
Listen 360 Reviews
GuildQuality Overview
How to Set up GuildQuality
Lead Provider Integration
Keyword Connects
QuinStreet
Modernize
HomeAdvisor
Metal Roofing Alliance
Socius Marketing
Surefire Social
CraftJack
networx
Zapier
Admin / Management Apps
PaySimple Integration
PaySimple Payment Manager
Unlink PaySimple Payments
API (Coming Soon)
Multi Database Management
QuickBooks
Quickbooks Online - Invoice
Quickbooks Online Setup
MarketSharp Texting
How to Send a Manual Text
Exporting Your Data
Contacts Tab
Activity List Tab
Sales Tab
Production Tab
Service Tab
Reporting Tab
Data Backup Download
After the Sale
Job Data Entry
Job Details
Job Products
Costs
How to Enter Job Costs
Production
Work Orders
Adding Production Tasks & Processes
Production Report
Production Status Report
Production Tab
Project Manager
Job Site Addresses
Demographics Report
Commission
How to Enter Commission
Commission Payment Report
Commission Report
Financial Data & Payments
Service
Service Scheduling
Service Tab
Service Orders
Service Report
Regulation Compliance
Lead Paint
Surveys
Enter Survey Information
Print a Survey
Reporting
Reporting Tab
Job Cost Report
Sales Report by Work Crew
Sales Report by Salesperson & Product Detail
Sales Report by Financed
Sales Report
Sales Report by Job Status
Sales Report by Product
Sales Report by Product Detail
Sales Report by Salesperson
Sales Report by Project Manager
Sales Performance Ratio Report
Payment Report
The Detailed Reports – Build Your Own Report
QuickBooks Log Report
DNC Audit Report
Call Center Report
Detailed Marketing Report
Lead Cost Report
Job Cost Report
Production Report
Production Status Report
Balance Due Report
Commission Payment Report
Commission Report
Demographics Report
Detailed Sales Report
Installed Volume by Work Crew & Product Detail Report
Opportunity Report
Service Report
Dashboards
Dashboard Overview
How to turn on Dashboards
Know Your Numbers (KPI)
Know Your Numbers Worksheet
Totals & Grouping by Salesperson
Partners
MarketSharp Connect Integration for Renewal by Andersen
Release Notes
View All Videos
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Resources
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